---
title: "How to Manage Engagement Letter Templates on Mercury Network®"
slug: "manage-engagement-letter"
tags: ["Mercury Network - Secure", "Mercury Network"]
updated: 2026-10-13T15:43:12Z
published: 2026-10-13T15:43:12Z
canonical: "docs.cotality.com/manage-engagement-letter"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Engagement Letter Templates on Mercury Network®

## Overview

Use Engagement Letter Templates in Mercury Network to create, edit, preview, and assign engagement letters to appraisal products. Templates can include order, client, vendor, and company information and can be configured for UAD 3.6 or legacy appraisal products.

---

## How to Create or Edit an Engagement Letter Template

[Embedded content](https://cotality.storylane.io/demo/73pbqtyt8g1n?embed=inline)

1. Navigate to the top navigation bar and select **Preferences**.
2. Select **Product Requirements** in the dropdown menu.
3. Click the **Engagement Letter Templates** button in the upper-left corner.
4. Select an existing template to view details or click **create new** to create a new template.
  1. If creating a new template, enter a name in the **Template Name** field.
  2. Select a **Template type** to define its type.
    1. Select **Legacy Form Template** for older appraisal forms.
    2. Select **Products** for **UAD 3.6** products.
  3. Click **OK** to generate your template.
5. Type, paste, and format text directly in the editor. You can also copy content from external word processing applications to use in a template.
  1. Use the **My Fields**, **Client Fields**, **Vendor Fields**, or **Order Fields** dropdowns to merge information from the order into your document.

> [!NOTE]
> **Note**: The available fields are restricted based on the category you selected in the previous step.
  2. Select **Design** or **HTML** to choose the input format for your content.
  3. Click **Preview** to generate a sample PDF for review.
  4. Click **Save** to finalize the template and apply it to the designated products.

---

## How to Assign an Engagement Letter Template to a Product

[Embedded content](https://cotality.storylane.io/demo/sasqlcehsi4w?embed=inline)

1. From the main **Product Requirements** page, select each **product** to apply the new template.
2. From the **Product** page, click the **Statement of Engagement** dropdown and select the **Engagement Letter** template.

> [!NOTE]
> **Note**: Only **3.6 templates** are available in the dropdown for **3.6 products**; likewise, **legacy templates** are restricted to **legacy products**.

## How Engagement Letter Templates Work After Assignment

After you assign an engagement letter template to a product, Mercury Network automatically generates the engagement letter when an order for that product is created. Only templates that match the product category are available for selection, helping reduce errors and ensuring the vendor receives the correct engagement letter instructions.

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## Outcome

Once these steps are complete, the assigned engagement letter will automatically generate when an order for that product is created. The system ensures that only category-specific templates appear for selection, reducing the risk of errors and ensuring the vendor receives the correct information in the Engagement Letter instructions.